Organization 101: Staying Sane with Outlook
What is this section about?
How to organize your email and “to do” list to complete tasks on time.
Why is this section important?
Any new employee to Trainer will quickly learn that Microsoft Outlook is our most commonly accessed application. It is the main way we communicate with each other, clients, journalists, analysts, and vendors. It is not only our main means of communication; it is also our main means of getting things done. Because of this, it is essential that you organize Outlook and keep processes in place so that your team and clients can count on you. Here are some best practices for organizing Outlook and managing your tasks.
How to organize your email and “to do” list to complete tasks on time.
Why is this section important?
Any new employee to Trainer will quickly learn that Microsoft Outlook is our most commonly accessed application. It is the main way we communicate with each other, clients, journalists, analysts, and vendors. It is not only our main means of communication; it is also our main means of getting things done. Because of this, it is essential that you organize Outlook and keep processes in place so that your team and clients can count on you. Here are some best practices for organizing Outlook and managing your tasks.
Recap—Love your inbox, don’t hate it!
- Your 4 actions with an email are to ACT, FILE, DELETE, or LEAVE it in your inbox.
- Your end goal is to have an inbox that contains only items you will need to act on (whether those are direct actions or simply a reminder to review a document).
- Keeping an external to do list (whether you do this on paper or digitally), can help you prioritize what you need to get done—and your inbox backs you up.
- What’s the goal here? You stay on top of things so your team can count on you, you satisfy your clients, and you can leave on time.